Gaining Perspective

The end of the year is approaching, and time is running out for 2021 tax planning.  Compounding the problem is the uncertainty around taxes.  Pandemic, massive spending proposals and a record high level of debt have created an impasse in Washington and increased levels of anxiety among wealthy clients.  Over the last year, the Biden administration and Congress have proposed several unprecedented changes to taxes that would impact investing for affluent clients.  With the specter of tax reform and the end of the year on the horizon, my guest today, Ryan Bertrand, is here to provide guidance for financial advisors. 

Show Notes

The end of the year is approaching, and time is running out for 2021 tax planning.  Compounding the problem is the uncertainty around taxes.  Pandemic, massive spending proposals and a record high level of debt have created an impasse in Washington and increased levels of anxiety among wealthy clients.  Over the last year, the Biden administration and Congress have proposed several unprecedented changes to taxes that would impact investing for affluent clients.  With the specter of tax reform and the end of the year on the horizon, my guest today, Ryan Bertrand, is here to provide guidance for financial advisors. 

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.